Derek Coffren

Before becoming a financial advisor, I was a small business owner in North and South Carolina. I owned and operated a franchise of salons. As an entrepreneur I found success running my own businesses in the Charlotte area for close to 12 years. Running an organization has taught me to be fiscally conservative not only in business but personally as well.

Over the years I started noticing friends and family making personal financial choices that didn’t seem to be in their best interest. Often times these financial decisions were made with the guidance of a financial professional. The more I researched the more I noticed certain common financial industry practices that seemed to be counter-productive to a successful financial plan. I found Dave Ramsey and felt an immediate connection. I have been educating people on his teachings ever since. I truly believe that every family has a chance at financial success with the proper game-plan. All families no matter what their current situation, could benefit from the guidance and teachings of Dave.